How to Add Policies and Procedures
- Navigate to Settings at the top right of the page.
- Select Policies and Procedures from the menu.
- Click the Add Policy button.
- Enter the required details, including:
- Document name
- Expiry date
- Type
- Upload the policy document.
- Click Save to upload and store the policy.
The policy will initially be saved as a draft. Once you have reviewed the details, you can set the policy status to Active by clicking the three dots under Actions and selecting Mark as Active.
The policy is now active.